Heritage Family Offices’s Exxon Mobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$290K	Hold	2,463	–	–	0.15%	127
2025 Q1	$293K	Buy	2,463 +15	+0.6%	+$1.78K	0.15%	125
2024 Q4	$263K	Buy	2,448 +14	+0.6%	+$1.51K	0.13%	144
2024 Q3	$285K	Buy	2,434 +14	+0.6%	+$1.64K	0.15%	140
2024 Q2	$279K	Buy	+2,420	New	+$279K	0.15%	126